-53.1%
FISV vs AMKR
+96.3%
-149.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +4.4% | +1.0% | +5.0% |
| 7D | -2.7% | +8.3% | -11.0% | -3.4% |
| 30D | 0.0% | -6.8% | +6.8% | +0.5% |
| 3M | -2.8% | -31.9% | +29.2% | -0.7% |
| 6M | -11.8% | +18.4% | -30.2% | -17.9% |
| YTD | -23.2% | +31.7% | -54.9% | -30.2% |
| 1Y | -62.0% | +105.2% | -167.2% | -68.2% |
| 3Y | -57.6% | +147.7% | -205.4% | -67.9% |
| All | -53.1% | +96.3% | -149.5% | -65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMKR.
Daily Out/Under-Performance
Portfolio return minus AMKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AMKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling